Bedel Financial Consulting’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Bedel Financial Consulting’s Portfolio BJUN Stock Details BJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-812	Closed	-$28K	–	272
2022 Q1	$28K	Hold	812	–	–	0.01%	496
2021 Q4	$28K	Hold	812	–	–	0.01%	501
2021 Q3	$27K	Hold	812	–	–	0.01%	493
2021 Q2	$26K	Buy	+812	New	+$26.1K	0.01%	506
2020 Q2	–	Sell	-1,925	Closed	-$48K	–	801
2020 Q1	$48K	Hold	1,925	–	–	0.03%	269
2019 Q4	$54K	Hold	1,925	–	–	0.03%	279
2019 Q3	$52K	Hold	1,925	–	–	0.03%	277
2019 Q2	$51K	Buy	+1,925	New	+$50.6K	0.03%	275

Other funds holding BJUN

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bedel Financial Consulting's BJUN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2022, closing a stake of 812 shares — an estimated $28K sold.

Bedel Financial Consulting first reported a position in BJUN in Q2 2019 and held it in 8 quarters. The position peaked at $54K in Q4 2019. 56 funds tracked by Wall St. Rank hold BJUN as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 812 Innovator US Equity Buffer ETF June shares in Q2 2022, an estimated $28K.
Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF June in Q2 2019 and held it in 8 quarters.
Bedel Financial Consulting's Innovator US Equity Buffer ETF June position peaked at $54K in Q4 2019.
56 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.